Recent data from Mercury Research reveals that AMD continues its impressive rise in market share across server, desktop, and mobile CPU sectors. The company has recorded unprecedented growth in x86 CPU market share, particularly in Q4 2024.
Record Gains for AMD in x86 CPU Market Share for Q4 2024
AMD has demonstrated consistent growth in x86 market share, achieving record highs in all three segments: server, desktop, and mobile. This achievement is substantiated by the latest Mercury Research findings which categorize AMD’s impressive metrics.
Overview of AMD’s Market Performance
| AMD Share Summary | Q4 2024 | Q3 2024 | Q4 2023 | Unit Share | Revenue Share* | |||||
| Current Quarter | Prior Quarter | Year Ago Quarter | Change (points) | Change (points) | ||||||
| Unit | Revenue Share** | Unit | Revenue Share | Unit | Revenue Share | Q/Q | Y/Y | Q/Q | Y/Y | |
| Share* | Share | Share | ||||||||
| Server | 25.1% | 35.5% | 24.2% | 33.9% | 23.1% | 31.8% | 0.9 | 2.0 | 1.6 | 3.7 |
| Desktop | 27.1% | 27.3% | 28.7% | 27.3% | 19.8% | 15.9% | -1.6 | 7.4 | 0.9 | 12.1 |
| Mobile | 23.7% | 21.6% | 22.3% | 19.2% | 20.3% | 15.0% | 1.4 | 3.4 | 2.4 | 6.5 |
| Total Client | 24.6% | 23.8% | 23.9% | 21.7% | 20.2% | 15.4% | 0.7 | 4.5 | 2.1 | 8.4 |
| Total CPU | 24.7% | 28.2% | 24.0% | 26.5% | 20.4% | 21.5% | 0.7 | 4.3 | 1.8 | 6.7 |
| *Note – Revenue share calculated by AMD based on Mercury data. | ||||||||||
AMD’s Server Performance
In the server space, AMD’s unit share ascended to 25.1%, and the revenue share reached 35.5%.This represents an increase of 0.9 and 2.0 percentage points from the prior quarter, along with a substantial 1.6 and 3.7 point year-over-year gain. The surge in EPYC server sales, particularly of the Genoa and Bergamo models, has significantly contributed to this success.
Mobile CPU Developments
AMD also made notable advancements in the mobile CPU market, capturing a 23.7% unit share and a 21.6% revenue share, marking increases of 1.4 and 3.4 points quarter over quarter, as well as 2.4 and 6.5 points year-over-year. The introduction of Strix AI and the refreshed offerings have been pivotal in driving shipments and bolstering AMD’s momentum in this segment.
Challenges and Competitiveness
While Strix “Ryzen AI 300″APUs remain in limited supply, AMD has successfully ramped up the availability of refreshed models like Rembrandt, Phoenix, and Hawk, allowing the company to compete effectively against Intel and Qualcomm.
- Server Revenue Insights:
- Revenue share rose by 3.7% YoY and 1.6% QoQ to a peak of 35.5%.
- Unit share up 2.0% YoY and 0.9% QoQ.
- Client Revenue Dynamics:
- Client revenue share increased by 8.4% YoY and 2.1% QoQ to 23.8%.
- Desktop revenue share surged by 12.1% YoY and 0.9% QoQ.
- Mobile revenue share increased by 6.5% YoY and 2.4% QoQ.
- Overall Market Trends:
- Total revenue share saw a rise of 6.7% YoY and 1.8% QoQ to 28.2%.
- Overall unit share increased by 4.3% YoY and 0.7% QoQ.
Desktop Segment Analysis
On the desktop front, AMD’s market share saw a modest decline to 27.1%, although it maintained a steady revenue share of 27.3%.The AMD Ryzen 7 7800X3D and Ryzen 7 9800X3D remain best-sellers at major retailers globally. The new Zen 5 generation, along with X3D and standard options from previous Zen 4 and Zen 3 families, has driven strong sales across OEM and DIY markets.
Looking Ahead: AMD’s Competitive Edge
With Intel recently facing significant issues with its 13th and 14th Gen CPUs, combined with a lackluster Arrow Lake-S release, market dynamics are increasingly swaying in favor of AMD. As we move into Q1 2025, the expectation is for AMD to build upon this momentum. Overall, the outlook for AMD in the x86 CPU market remains robust with continued records being set across various segments.
AMD CPU Market Share Overview (via Mercury Research)
| Mercury Research | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 | Q2 2021 | Q1 2021 | Q4 2020 | Q3 2020 | Q2 2020 | Q1 2020 | Q4 2019 | Q3 2019 | Q2 2019 | Q1 2019 | Q4 2018 | Q3 2018 | Q2 2018 | Q1 2018 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMD Desktop CPU Market Share | 27.1% | 28.7% | 23.0% | 23.9% | 19.8% | 19.2% | 19.4% | 19.2% | 18.6% | 13.9% | 20.6% | 18.3% | 16.2% | 17.0% | 17.1% | 19.3% | 19.3% | 20.1% | 19.2% | 18.6% | 18.3% | 18.0% | 17.1% | 17.1% | 15.8% | 13.0% | 12.3% | 12.2% |
| AMD Mobility CPU Market Share | 23.7% | 22.3% | 20.3% | 19.3% | 20.3% | 19.5% | 16.5% | 16.2% | 16.4% | 15.7% | 24.8% | 22.5% | 21.6% | 22.0% | 20.0% | 18.0% | 19.0% | 20.2% | 19.9% | 17.1% | 16.2% | 14.7% | 14.1% | 13.1% | 12.2% | 10.9% | 8.8% | N/A |
| AMD Server CPU Market Share | 25.1% | 24.2% | 24.1% | 23.6% | 23.1% | 23.3% | 18.6% | 18.0% | 17.6% | 17.5% | 13.9% | 11.6% | 10.7% | 10.2% | 9.50% | 8.9% | 7.1% | 6.6% | 5.8% | 5.1% | 4.5% | 4.3% | 3.4% | 2.9% | 4.2% | 1.6% | 1.4% | N/A |
| AMD Overall x86 CPU Market Share | 24.7% (Excluding IOT/SC) | 23.9% (Excluding IOT/SC) | 21.1% (Excluding IOT/SC) | 20.6% (Excluding IOT/SC) | 20.2% (Excluding IOT/SC) | 19.4% (Excluding IOT/SC) | 17.3% (Excluding IOT/SC) | 34.6% | 31.3% | 28.5% | 29.2% | 27.7% | 25.6% | 24.6% | 22.5% | 20.7% | 21.7% | 22.4% | 18.3% | 14.8% | 15.5% | 14.6% | 13.9% | N/A | 12.3% | 10.6% | N/A | N/A |
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